Zuger Kantonalbank
Zug
Senior Private Customer Advisor
- 28 August 2026
- 80 – 100%
- Permanent position
- German (Native language)
- Zug
About the job
Senior Private Customer Advisor
At Zuger Kantonalbank, courage, commitment and dedication count. We are looking for individuals who take responsibility and achieve ambitious goals together with us. As the leading financial institution in the canton of Zug, we offer a dynamic environment with an exciting, local and international clientele. With innovative offers and a strong team spirit, we enable you to help shape, grow beyond yourself and experience success directly.
Your Tasks
- Needs-oriented, individual, holistic and solution-focused support of our clients
- Active advice and support of your own client portfolio in the areas of investments and pension provision
- Comprehensive and competent advice to our clients on complex issues as well as systematic expansion of the existing client portfolio through deepening and further development of existing client relationships
- Active acquisition of new clients through targeted market cultivation, use of personal networks and participation in market cultivation measures and bank or client events
- Flexible deployment at our locations Postplatz and Walchwil
Our Requirements
- Advanced banking education (HFBF, HFW, financial planner) or on the way there
- Several years of professional experience in advising and acquiring private clients with portfolio responsibility in the areas of investing and pension provision
- Sound advisory expertise, enjoyment of holistic client advice and a strong track record in acquiring and developing clients
- Open, engaging and team-oriented personality with high social competence
- Empathy and enjoyment in dealing with different people
- High service orientation and sales flair
Ready for the Next Step
At Zuger Kantonalbank, attractive conditions and an environment that supports your success await you. We offer you an attractive remuneration with profit sharing, exclusive banking products and a solid pension plan. Flexible working models enable you to balance career and private life in the best possible way.
Workplace
Zuger Kantonalbank
Bahnhofstrasse 1
6301 Zug
Bahnhofstrasse 1
6301 Zug
